360 degree Pipeline Management

Manage individual opportunities for major gifts for individuals, corporations, or grants with custom configurable pipeline setup. Our stream feature gives you a 360 degree, real-time view into every angle of a gift including activities and donations by people associated with that organization or household opportunity.

Pledges & Planned Gift Management

Gain full control over long-term financial commitments to manage scheduled payments, installments and collections, soft credits and 3rd party payments on behalf of a gift.

Moves Management Reporting

Control and record every stage, step and move with roll-up reporting to view pipelines for individual gift officers or as a whole.

Outlook Integrator and Web2CRM

Sync your Microsoft Outlook emails with the CRM so every communication with a prospect is auto-recorded on the Opportunity record without copying and pasting. With web2CRM, get alerts when a prospect is visiting any of your web pages so you can follow up in a timely, targeted fashion.

WHAT ELSE DO YOU NEED?

See what other features and capabilities CharityEngine includes related to your major gift management.